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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $0 |
Service code 52 · EIN 13-2656036 | Indirect Investment Fees | $0 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE · APPLETON, WI 54914 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,182 | $89,355-46.1% | $141,162-65.9% | $72,985-34.0% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 20.21% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $488 | $3,114-84.3% | $4,735-89.7% | $2,440-80.0% |
| Participant deferral / active EE | $3,713 | $5,418-31.5% | $6,709-44.7% | $3,607+2.9% |
| Admin fee / account holder | $140 | $5,958-97.6% | $10,261-98.6% | $5,124-97.3% |